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JDT Inc
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CRD # | 146357 |
SEC # | 801-122790 |
CIK # | |
AUM | $108.8 MM (2024-02-29) |
Employees | 5 (100% Investors, 0% Brokers) |
Phone | 859-268-9200 |
Address | 444 Lewis Hargett Circle, Ste 125 Lexington, KY 40503 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 255 | 108.8 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 475 | 108.8 |
By Discretionary | ||
Discretionary | 464 | 101.5 |
Non-Discretionary | 11 | 7.3 |
Total | 475 | 108.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 108.8 | |
Total | 475 | 108.8 |
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Calamita Wealth Management Inc
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|
NC | 0.1 |
IFB Wealth Management LLC
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|
FL | 0.1 |
Blueprint Wealth Management LLC
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Abbington Investment Group LLC
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Wixon Financial Services Corporation
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MN | 0.1 |
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CA | 0.1 |
Providence Wealth Management LLC
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|
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MJB Asset Management LLC
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|
NY | 0.1 |
Varni Labs Inc
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CA | 0.1 |
Wise Wealth Management LLC
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NY | 0.1 |